Inceptionr LLC Invests $1.18 Million in TransUnion $TRU

Inceptionr LLC acquired a new stake in TransUnion (NYSE:TRU) in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 17,114 shares of the business services provider’s stock, valued at approximately $1,184,000.

Several other institutional investors have also recently added to or reduced their stakes in TRU. Eagle Bay Advisors LLC acquired a new position in TransUnion during the fourth quarter worth approximately $25,000. Geneos Wealth Management Inc. boosted its holdings in shares of TransUnion by 1,318.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock valued at $26,000 after purchasing an additional 290 shares during the last quarter. Cornerstone Planning Group LLC boosted its holdings in shares of TransUnion by 130.2% in the 4th quarter. Cornerstone Planning Group LLC now owns 389 shares of the business services provider’s stock valued at $32,000 after purchasing an additional 220 shares during the last quarter. Measured Wealth Private Client Group LLC purchased a new stake in shares of TransUnion during the 3rd quarter valued at $36,000. Finally, Osterweis Capital Management Inc. purchased a new stake in shares of TransUnion during the 2nd quarter valued at $45,000.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on TRU shares. Wall Street Zen lowered TransUnion from a “buy” rating to a “hold” rating in a research report on Saturday, April 18th. Weiss Ratings raised TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a research report on Thursday, July 16th. Bank of America dropped their price target on TransUnion from $83.00 to $80.00 and set a “neutral” rating for the company in a research note on Tuesday, May 19th. JPMorgan Chase & Co. cut their price objective on TransUnion from $95.00 to $90.00 and set an “overweight” rating on the stock in a report on Wednesday, April 29th. Finally, Robert W. Baird set a $108.00 price objective on TransUnion in a research note on Wednesday, April 29th. One research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $91.60.

TransUnion Stock Performance

Shares of TRU opened at $73.81 on Friday. The business’s fifty day moving average price is $71.68 and its 200 day moving average price is $73.74. TransUnion has a 12-month low of $63.37 and a 12-month high of $99.39. The stock has a market capitalization of $14.23 billion, a PE ratio of 20.45, a price-to-earnings-growth ratio of 1.35 and a beta of 1.55. The company has a debt-to-equity ratio of 1.10, a current ratio of 1.93 and a quick ratio of 1.93.

TransUnion (NYSE:TRU) last released its earnings results on Tuesday, April 28th. The business services provider reported $1.18 earnings per share for the quarter, beating the consensus estimate of $1.11 by $0.07. The firm had revenue of $1.25 billion during the quarter, compared to analyst estimates of $1.21 billion. TransUnion had a net margin of 14.91% and a return on equity of 16.09%. The firm’s revenue for the quarter was up 13.7% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.05 earnings per share. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. Equities research analysts forecast that TransUnion will post 4.14 EPS for the current year.

TransUnion Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, June 11th. Investors of record on Wednesday, May 27th were given a dividend of $0.125 per share. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend was Wednesday, May 27th. TransUnion’s dividend payout ratio is currently 13.85%.

Insider Buying and Selling at TransUnion

In related news, insider Steven M. Chaouki sold 10,000 shares of the stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $72.64, for a total transaction of $726,400.00. Following the sale, the insider owned 89,906 shares in the company, valued at $6,530,771.84. This represents a 10.01% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Heather J. Russell sold 6,683 shares of the firm’s stock in a transaction dated Friday, May 29th. The stock was sold at an average price of $71.87, for a total transaction of $480,307.21. Following the completion of the transaction, the executive vice president directly owned 45,248 shares in the company, valued at $3,251,973.76. This represents a 12.87% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 30,155 shares of company stock worth $2,177,102 in the last quarter. 0.37% of the stock is currently owned by corporate insiders.

About TransUnion

TransUnion is a global information and insights company that helps businesses and consumers make critical decisions using data and analytics. As one of the three major credit bureaus in the United States, TransUnion collects and aggregates credit information on individuals and businesses, providing credit reports, risk scores and portfolio management tools to financial institutions, lenders, landlords and other decision makers. Its consumer-facing products enable individuals to monitor credit status, detect identity theft and access personalized financial insights.

The company’s offerings span credit risk assessment, identity management, fraud prevention and marketing solutions.